特朗普允许英伟达特供版继续卖中国，有个条件…

Core Viewpoint - The Trump administration has temporarily halted plans to expand export restrictions on Nvidia's H20 AI chips to China, following Nvidia CEO Jensen Huang's commitment to invest in U.S. AI data centers [1][3]. Group 1: Nvidia's Position and Actions - Nvidia's CEO Jensen Huang attended a dinner at Trump's Mar-a-Lago estate, where discussions about the H20 chip and potential investments in U.S. AI infrastructure took place [1][3]. - Huang indicated that Nvidia may invest approximately $500 billion in U.S.-made chips over the next four years, highlighting the company's commitment to domestic production [2]. Group 2: Government and Legislative Context - The H20 chip is considered the most advanced AI chip that U.S. companies can legally sell to China, amidst ongoing pressures from U.S. lawmakers for stricter export controls on AI technologies [3][5]. - The U.S. House of Representatives' "China Strategic Competition Special Committee" expressed disappointment over the delay in imposing restrictions on the H20 chip, emphasizing the urgency of limiting exports to prevent competitors from gaining an advantage [5]. Group 3: Financial Performance of Nvidia - Nvidia reported a record revenue of approximately$130.5 billion for the fiscal year ending January 26, 2025, representing a 114% year-over-year increase, with a net profit of about $72.9 billion, up 145$17.1 billion, marking its highest ever, and 53% of Nvidia's revenue for the fiscal year came from outside the U.S. [5].